118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718
118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718
Occasional papers with thought-provoking insights, challenging consensus views
Follow history in the making, with consistently updated views on global policy developments
Our take on the actions and decisions of global central banks
Reports on our trips around the world. A deep dive into domestic and international affairs
Market and asset allocation implications of our macroeconomic, geopolitical and policy views
Our assessment, via our heuristic approach, of major economic, political and financial events
by Joshua Bowes
10 December 2024
by Brunello Rosa and Nato Balavadze
9 December 2024
by Giorgio Cafiero
5 December 2024
by Nato Balavadze
4 December 2024
by Gulf State Analytics
3 December 2024
by Nato Balavadze
28 November 2024
by Nato Balavadze
27 November 2024
by Kateryna Anisova
26 November 2024
by Marco Lucchin
21 November 2024
by Shahed Hassanaly
20 November 2024
by Nato Balavadze
19 November 2024
by Nato Balavadze
14 November 2024
by Klitos Philippides
13 November 2024
by Lāsma Kokina
12 November 2024
by Noel Therattil
8 November 2024
by Brunello Rosa and Nato Balavadze
8 November 2024
by Brunello Rosa and Nato Balavadze
7 November 2024
by Brunello Rosa and Nato Balavadze
4 November 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
4 November 2024
by Gulf State Analytics
1 November 2024
by Brunello Rosa and Nato Balavadze
31 October 2024
by Nathan Ali
30 October 2024
by Brunello Rosa and Nouriel Roubini
29 October 2024
by Nathan Ali
24 October 2024
by Joshua Bowes
23 October 2024
by Brunello Rosa
22 October 2024
by Brunello Rosa and Nato Balavadze
17 October 2024
by Mirko Giordani
16 October 2024
by Shane Gravel
15 October 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 October 2024
by Lāsma Kokina
10 October 2024
by Marco Lucchin
9 October 2024
by Nato Balavadze
8 October 2024
by Gulf State Analytics
3 October 2024
by Azaria Kidane
2 October 2024
by Charles Bauman
25 September 2024
by Giorgio Cafiero
24 September 2024
by Brunello Rosa and Nato Balavadze
20 September 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2024
by Brunello Rosa and Nato Balavadze
19 September 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
18 September 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 September 2024
By Brunello Rosa and Nato Balavadze
13 September 2024
By Brunello Rosa and Nato Balavadze
12 September 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
10 September 2024
by Lāsma Kokina and Brunello Rosa
4 September 2024
by Gulf State Analytics
3 September 2024
by Brunello Rosa, Nato Balavadze and Shane Gravel
30 August 2024
By Marina Tovar i Velasco
29 August 2024
By Marina Tovar i Velasco
28 August 2024
by Sarah Ghotme
21 August 2024
by Marco Lucchin
20 August 2024
by Gulf State Analytics
6 August 2024
by Brunello Rosa and Nato Balavadze
1 August 2024
by Brunello Rosa and Nato Balavadze
31 July 2024
by Brunello Rosa and Nato Balavadze
31 July 2024
by Brunello Rosa, Nouriel Roubini And Nato Balavadze
30 July 2024
by Nouriel Roubini, Brunello Rosa And Nato Balavadze
30 July 2024
By Klitos Philippides
30 July 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 July 2024
by Fernando Prats
26 July 2024
by Azaria Kidane
24 July 2024
by Mirko Giordani
23 July 2024
by Brunello Rosa and Nato Balavadze
18 July 2024
by Marco Lucchin
17 July 2024
by Lāsma Kokina
16 July 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2024
by Joshua Bowes
3 July 2024
by Gulf State Analytics
2 July 2024
By Nouriel Roubini
28 June 2024
By Ruy Scalamandré
27 June 2024
by Maria Ascencio
26 June 2024
By Klitos Philippides
25 June 2024
By Brunello Rosa
24 June 2024
By Brunello Rosa and Nouriel Roubini
21 June 2024
by Brunello Rosa and Nato Balavadze
20 June 2024
By Matthew Johnson
19 June 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
17 June 2024
by Brunello Rosa and Nato Balavadze
14 June 2024
by Gulf State Analytics
13 June 2024
by Brunello Rosa and Nato Balavadze
12 June 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
11 June 2024
by Brunello Rosa and Nato Balavadze
6 June 2024
by Lāsma Kokina
5 June 2024
by Giorgio Cafiero
4 June 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 May 2024
By Ruy Scalamandré
30 May 2024
By Klitos Philippides
29 May 2024
by Ridipt Singh
23 May 2024
By Lāsma Kokina, Nato Balavadze and Brunello Rosa
22 May 2024
By Azaria Kidane
21 May 2024
By Maria Ascencio
16 May 2024
by Robin Gwinner
14 May 2024
by Brunello Rosa and Nato Balavadze
9 May 2024
by Mirko Giordani
8 May 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 May 2024
by Gulf State Analytics
2 May 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 April 2024
by Brunello Rosa and Nato Balavadze
26 April 2024
by Nouriel Roubini and Brunello Rosa
26 April 2024
by Nouriel Roubini and Nato Balavadze
24 April 2024
by Elin Roberts
23 April 2024
by Lāsma Kokina
16 April 2024
by Brunello Rosa and Nato Balavadze
11 April 2024
by Nouriel Roubini
10 April 2024
by Sarah Ghotme
10 April 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
8 April 2024
by Gulf State Analytics
4 April 2024
by Fedor Dukhnovskiy
3 April 2024
by Christopher Healey
27 March 2024
by Giorgio Cafiero
26 March 2024
by Brunello Rosa and Nato Balavadze
21 March 2024
by Brunello Rosa and Nato Balavadze
20 March 2024
by Brunello Rosa and Nato Balavadze
19 March 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 March 2024
by Nouriel Roubini and Nato Balavadze
18 March 2024
by Brunello Rosa and Nato Balavadze
15 March 2024
by Kateryna Anisova
14 March 2024
By Joshua Bowes
13 March 2024
by Lāsma Kokina
12 March 2024
by Brunello Rosa and Nato Balavadze
7 March 2024
by Maria Ascensio
6 March 2024
by Gulf State Analytics
5 March 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2024
by Christopher Healey
28 February 2024
by Elin Roberts
27 February 2024
by Vanina Meyer
23 February 2024
by Shahed Hassanaly
21 February 2024
By Marina Tovar i Velasco
15 February 2024
By Elin Roberts
14 February 2024
by Yueh Chen
13 February 2024
by Billy Buddell
8 February 2024
By Gulf State Analytics
7 February 2024
by Mirko Giordani
6 February 2024
by Brunello Rosa and Nato Balavadze
1 February 2024
by Brunello Rosa and Nato Balavadze
31 January 2024
by Lāsma Kokina
31 January 2024
by Giorgio Cafiero
30 January 2024
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 January 2024
by Brunello Rosa and Nato Balavadze
26 January 2024
by Brunello Rosa and Nato Balavadze
25 January 2024
by Nouriel Roubini and Brunello Rosa
24 January 2024
By Marina Tovar i Velasco
24 January 2024
by Brunello Rosa and Nato Balavadze
23 January 2024
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
23 January 2024
by Nouriel Roubini and Nato Balavadze
22 January 2024
By Scott Mackie
18 January 2024
by Brunello Rosa and Shahed Hassanaly
17 January 2024
By Gulf State Analytics
16 January 2024
by Lāsma Kokina
10 January 2024
by Lāsma Kokina
9 January 2024
by Giorgio Cafiero
4 January 2023
by Marina Tovar i Velasco
3 January 2024
by Scott Mackie
28 December 2023
by Mirko Giordani
21 December 2023
by Christopher F. Healey
20 December 2023
by Brunello Rosa and Nato Balavadze
19 December 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
18 December 2023
by Brunello Rosa and Nato Balavadze
14 December 2023
by Brunello Rosa and Nato Balavadze
14 December 2023
by Brunello Rosa and Nato Balavadze
13 December 2023
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2023
by Brunello Rosa and Nato Balavadze
11 December 2023
by Brunello Rosa and Juliette Lechner
6 December 2023
By Gulf State Analytics
5 December 2023
by London Politica
28 November 2023
by Brunello Rosa and Alessandro Tentori
23 November 2023
by Marina Tovar I Velasco
22 November 2023
by Mirko Giordani
21 November 2023
by Caleb Adegbola
16 November 2023
by Kateryna Anisova
15 November 2023
by Lāsma Kokina
14 November 2023
by Caleb Adegbola
9 November 2023
By Gulf State Analytics
7 November 2023
by Brunello Rosa and Nato Balavadze
2 November 2023
by Brunello Rosa and Nato Balavadze
1 November 2023
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 October 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 October 2023
by Brunello Rosa and Nato Balavadze
26 October 2023
by Lāsma Kokina
25 October 2023
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 October 2023
by Fernando Prats
18 October 2023
by Lāsma Kokina
17 October 2023
By Gulf State Analytics
3 October 2023
by Billy Buddell
27 September 2023
by Giorgio Cafiero
26 September 2023
by Brunello Rosa and Nato Balavadze
21 September 2023
by Brunello Rosa and Nato Balavadze
20 September 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
by Brunello Rosa and Nato Balavadze
18 September 2023
by Brunello Rosa and Nato Balavadze
14 September 2023
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
by Ridipt Singh
8 September 2023
by Gulf State Analytics
6 September 2023
by London Politica
5 September 2023
by Marco Lucchin
30 August 2023
by London Politica
24 August 2023
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